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@@ -9,15 +9,3 @@ It is recommended to familiarize yourself with the AyaNova program before using
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<h6>Documentation version: 8.0.0, Copyright © 2022 Ground Zero Tech-Works Inc.</h6>
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<h6>Documentation version: 8.0.0, Copyright © 2022 Ground Zero Tech-Works Inc.</h6>
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TODO
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Login will kick out of AyaNova can't be logged in twice to AyaNova from any location be it the ayanova web app or QBI
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if necessary make a QBI specific account, in fact we should recommend that
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Docs mention must be accoutning role user
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Docs mention that any existing work order statuses that might be set on wo to be invoiced MUST have Accounting role added to their REMOVE and ADD,
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also POSTWOSTATUS must have allow ADD accounting role
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docs mention status required for it to work don't fuck with it and if necessary how to fix it
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Docs should not refer to autoclose anymore, it's status driven now
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DOCS UI use "Link" and do not use "map" anywhere
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# Test page
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# Installation
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## TEST PAGE
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Bertram didn't read all the instructions before starting installation and it too twice as long.
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Don't be a Bertram; read these instructions before attempting installation!
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## Requirements before installation
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### AyaNova QBI License
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AyaNova QBI is an *optional* product to use with AyaNova. A license for QBI must be purchased and added to your AyaNova license to use QBI.
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### 64 Bit Windows operating system
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AyaNova QBI requires a 64 bit version of Windows
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### Supported QuickBooks for Windows installed
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The following versions of QuickBooks **Desktop** edition **with latest service patches** are supported by QBI:
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- U.S. QuickBooks 2008 or newer
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- Canadian QuickBooks 2008 or newer
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- UK editions of QuickBooks Pro and Accountant Editions 2008 or newer
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- Australian QuickBooks QBi 2008/2009, 2009/2010, 2010/2011, 2011/2012 and QBi 2012/2013
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QuickBooks must be installed to the same computer running QBI and must be able to open your QuickBooks company data file properly.
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### QBFC15 integration package installed
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AyaNova QBI uses and requires the QBFC version 15 integration package from Intuit that allows QBI to communicate with QuickBooks.
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You must [download](https://ayanova.com/download/QBFC15_0Installer.exe) and run the QBFC installation file [QBFC15_0Installer.exe](https://ayanova.com/download/QBFC15_0Installer.exe) and install QBFC *before* attempting to install QBI.
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QBI will not work without QBFC being installed first.
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###
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#################################
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TODO
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Login will kick out of AyaNova can't be logged in twice to AyaNova from any location be it the ayanova web app or QBI
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if necessary make a QBI specific account, in fact we should recommend that
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Docs mention must be accoutning role user
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Docs mention that any existing work order statuses that might be set on wo to be invoiced MUST have Accounting role added to their REMOVE and ADD,
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also POSTWOSTATUS must have allow ADD accounting role
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docs mention status required for it to work don't fuck with it and if necessary how to fix it
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# QuickBooks Inventory VS AyaNova Inventory
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# QuickBooks Inventory VS AyaNova Inventory
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A common question asked by service companies using AyaNova along with the optional add-on QBI is "Do I use AyaNova inventory features, or QuickBook's or a combination of both?". The answer to that depends on what you want to do.
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A common question asked by service companies using AyaNova along with the optional add-on QBI is "Do I use AyaNova inventory features, or QuickBook's or a combination of both?".
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The answer to that depends on what you want to do.
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## Benefits of using AyaNova's inventory features along with your QuickBooks
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## Benefits of using AyaNova's inventory features along with your QuickBooks
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@@ -17,14 +19,16 @@ AyaNova inventory includes a number of unique features:
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Initial Quantity on-hand in AyaNova is set by [importing inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [entering opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) amounts into AyaNova.
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Initial Quantity on-hand in AyaNova is set by [importing inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [entering opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) amounts into AyaNova.
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As AyaNova is used, quantity on-hand is immediately updated whenever a Work order is saved with a new or changed part quantity selected. This way you can always see at a glance via the [Part Inventory data table](https://www.ayanova.com/docs/inv-part-inventory/) what each [Part Warehouse](https://www.ayanova.com/docs/inv-part-warehouses/) (if used in AyaNova) have what quantity of what parts on-hand.
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As AyaNova is used, quantity on-hand is immediately updated whenever a [Work order](https://www.ayanova.com/docs/svc-workorders/) is saved with a new or changed part quantity selected.
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This way you can always see at a glance via the [Part Inventory data table](https://www.ayanova.com/docs/inv-part-inventory/) what each [Part Warehouse](https://www.ayanova.com/docs/inv-part-warehouses/) (if used in AyaNova) have what quantity of what parts on-hand.
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### Serialization
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### Serialization
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- You can [track and enter serial numbers](https://www.ayanova.com/docs/inv-part-serials/) for [Parts](https://www.ayanova.com/docs/inv-parts/) in AyaNova
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- You can [track and enter serial numbers](https://www.ayanova.com/docs/inv-part-serials/) for [Parts](https://www.ayanova.com/docs/inv-parts/) in AyaNova
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- When receiving parts into inventory via an [AyaNova Purchase Order](https://www.ayanova.com/docs/inv-purchase-orders/), if the part has been set as serialized, you can enter serial numbers for the received parts
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- When receiving parts into inventory via an [AyaNova Purchase Order](https://www.ayanova.com/docs/inv-purchase-orders/), if the part has been set as serialized, you can enter serial numbers for the received parts
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- You can also update the list of serial numbers available for each part in that Parts edit form
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- You can also [update the list of serial numbers available](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) for each part in that Parts [edit form](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers)
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- In the AyaNova service workorder, when you select a serialized part you can select which of that Part's serial numbers were used
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- In the AyaNova service workorder, when you select a serialized part you can [select](https://www.ayanova.com/docs/svc-workorders/#serial-numbers) which of that Part's serial numbers were used
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### QuickBooks inventory
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### QuickBooks inventory
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@@ -48,7 +52,7 @@ This way you have only one program that you are entering such data
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4\. NOTE: Don't worry, when QuickBooks inventory items are sold in an invoice generated by using your QBI to bill out your [AyaNova service workorders](https://www.ayanova.com/docs/svc-workorders/), your QuickBooks inventory on hand amounts will be updated too!
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4\. NOTE: Don't worry, when QuickBooks inventory items are sold in an invoice generated by using your QBI to bill out your [AyaNova service workorders](https://www.ayanova.com/docs/svc-workorders/), your QuickBooks inventory on hand amounts will be updated too!
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- In an AyaNova workorder, you select a part and enter its quantity.
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- In an AyaNova workorder, you [select a part](https://www.ayanova.com/docs/svc-workorders/#parts) and enter its quantity.
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- If a part is serialized, just enter the serial number in the Description field in the Part record in the [AyaNova service workorder](https://www.ayanova.com/docs/svc-workorders/)
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- If a part is serialized, just enter the serial number in the Description field in the Part record in the [AyaNova service workorder](https://www.ayanova.com/docs/svc-workorders/)
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Refer to your AyaNova Help documentation for steps on how to [import inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [enter opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) counts in your AyaNova.
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Refer to your AyaNova Help documentation for steps on how to [import inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [enter opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) counts in your AyaNova.
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3\. Use AyaNova for creating Purchase Orders and for receiving
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3\. Use AyaNova for creating [Purchase Orders](https://www.ayanova.com/docs/inv-purchase-orders/) and for receiving
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- Take advantage of AyaNova features such as Part Requests in service workorders to order parts for specific workorders
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- Take advantage of AyaNova features such as [Part Requests](https://www.ayanova.com/docs/inv-part-requests/) in service workorders to order parts for specific workorders
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- Take advantage of AyaNova inventory serial numbers entry and selection in workorders
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- Take advantage of AyaNova [Part's serial numbers entry](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) and [selection](https://www.ayanova.com/docs/svc-workorders/#serial-numbers) in workorders
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4\. For your QuickBooks Accounts Payable, you may want to enter total amounts manually into QuickBooks for what you owe vendors that you have purchased for resale
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4\. For your QuickBooks Accounts Payable, you may want to enter total amounts manually into QuickBooks for what you owe vendors that you have purchased for resale
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- 'Suggested order of use': 'intro-suggested-order.md'
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- 'Suggested order of use': 'intro-suggested-order.md'
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- 'Inventory': 'intro-inventory.md'
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- 'Inventory': 'intro-inventory.md'
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- Installation & configuration:
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- Installation & configuration:
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- 'Common issues': 'install-common-issues.md'
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- 'Installaling QBI': 'install-qbi.md'
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- 'Installaling QBI': 'install-qbi.md'
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- 'Starting QBI': 'install-starting.md'
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- 'Starting QBI': 'install-starting.md'
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- 'QBI preferences': 'install-preferences.md'
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- 'QBI preferences': 'install-preferences.md'
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- 'Common issues': 'install-common-issues.md'
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- Linking & exporting:
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- Linking & exporting:
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- 'Linking': 'linksync-link.md'
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- 'Linking': 'linksync-link.md'
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- 'Export from QuickBooks': 'linksync-export-from-qb.md'
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- 'Export from QuickBooks': 'linksync-export-from-qb.md'
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